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【量大强涨股整理】台股大震荡是洗盘还是逃命?三星海力士跳水? 【钰创】、【南亚】逆势狂飙真相!

2026-08-21 14:18:04 钜亨网 阅读(17)

台股大震荡是洗盘还是逃命?三星海力士跳水?【钰创】、【南亚】逆势狂飙真相!

【量大强涨股整理】台股大震荡是洗盘还是逃命?三星海力士跳水? 【钰创】、【南亚】逆势狂飙真相!

影片中分享给你知道

(按赞订阅打开小铃铛)

再来看一下今天的台股!

加权指数今日开高震荡,终场上涨 25.91 点,收在 45380.52,成交量 10257.16 亿。

观察三大法人今天筹码动向,外资卖超 195.76 亿元,投信买超 96.09 亿元,自营商卖超 110.98 亿元,三大法人合计卖超 210.65 亿元,其中,外资、自营商连卖七日,投信则连买十四日共买超 1387.21 亿元。

美股上周五全面收高,道琼工业指数、标普 500 指数、那斯达克指数与费城半导体指数同步收红,市场买盘持续回流,科技股再度成为盘面主流,其中 AI 与高效能运算 HPC 概念股表现最为强势,(NVDA-US) 辉达,持续站稳多头格局,带动 AI 供应链同步走强,(META-US)Meta,也在大型科技股领军下维持强劲涨势,市场风险偏好明显回升,另一方面,SK 海力士 ADR 近期挂牌后表现亮眼,再度激励 HBM 高频宽记忆体与 AI 记忆体族群,市场看好未来 AI 伺服器需求持续扩大,相关半导体供应链可望持续受惠,带动整体科技族群投资气氛升温。

台股今日在美股强势带动下跳空开高,盘中最高来到 46,330 点,早盘一度大涨逾 300 点,不过随着日本与南韩股市盘中走弱,追价意愿略为降温,指数涨幅逐步收敛,回到 46,000 点附近高档整理,终场上涨 25.91 点,收在 45380.52 点,成交量 10257.16 亿,台股近期量能持续呈现,主要在于量能不够,维持高档震荡格局,不过类股轮动快速,盘面资金轮动相当健康,电子与传产族群皆有表现,显示市场多头架构依旧稳健,目前就是选股重于选市的格局。

权值股方面,(2330-TW) 台积电,上涨 1.04%,收在 2440 元,6 月营收缴出亮眼成绩,单月达 4426.8 亿元,创下历史新高,带动上半年累计营收突破 2.4 兆元,再创同期新高纪录,展现 AI、高效能运算及先进制程需求持续强劲,市场在高档消化获利卖压之际,资金仍聚焦半导体与 AI 相关族群。

(2317-TW) 鸿海,下跌 0.42%,收在 236.5 元,6 月合并营收达 8,217.6 亿元,年增 52.1%,创历年同期新高,第二季营收 2.51 兆元、上半年累计 4.64 兆元,双双改写同期新纪录,受惠 AI 伺服器、AI 机柜需求持续强劲,以及相关零组件出货成长,带动云端网路产品表现亮眼,随着下半年资通讯产品步入传统旺季,鸿海预期第三季营运将延续成长动能,营收可望呈现季增、年增走势,不过公司也提醒仍须留意全球政经情势及供应链变化对营运带来的影响;

(2454-TW) 联发科,下跌 2.55%,收在 3825 元,近期多家外资同步上调联发科目标价,最高喊上 10000 元,主要看好 AI ASIC 业务将成为未来成长引擎,外资预估,联发科 2027 AI ASIC 营收可望由 123 亿美元大幅上修至 203 亿美元,占总营收比重近五成,2028 年更可望进一步攀升至 525 亿美元,占比逼近七成,随着云端服务供应商需求持续升温,以及新一代 AI ASIC 专案陆续放量,联发科未来获利成长动能备受市场期待。

(3008-TW) 大立光,攻上涨停,收在 4345 元,法说会后获美系外资调升评等至「加码」,并同步上修 2026 2028 年每股盈余 EPS 预估至 175 元、182.5 元及 182.9 元,搭配 2027 27 倍本益比评价,上调目标价。外资看好手机镜头需求回温,主要客户折叠机出货预期由 800 万支上修至 1000 万支,加上矽光子 CPO 布局迎来突破,FAU 市场可望取得约 20% 市占率,长期有机会带动 2028 年后获利再成长 40% 以上,成为大立光新的成长动能。

传产族群同样有所表现,台塑四宝在低基期与资金回流带动下同步走扬,成为今日盘面另一亮点,也使资金配置更加均衡,整体来看,今日成交量较前波明显放大,代表市场资金动能仍然充沛,并非仅由少数权值股撑盘,而是呈现电子、传产轮动上攻的健康格局。

展望后市,在 AI 长线成长趋势没有改变下,全球科技股仍具基本面支撑,(2330-TW) 台积电,等半导体权值股持续扮演多头领头羊,加上 HBMAI 伺服器、CPO、高速运算等题材热度不减,可望持续吸引市场资金进驻,短线虽然指数已逼近前波高点,高档震荡幅度可能加大,但只要成交量维持良性、权值股没有出现明显转弱,中期多头趋势仍未遭到破坏,操作上可采取偏多因应,留意产业轮动与财报表现,逢回布局基本面佳且具成长题材的个股,仍将是现阶段较佳的操作策略,本周市场聚焦多项重要经济数据与企业动态,包括美国消费者物价指数 CPI、核心 CPI(7/14) 及生产者物价指数 PPI(7/15),观察通膨降温趋势与联准会降息预期,另外,台指期结算 (7/15) 将影响短线波动,(2330-TW) 台积电法说会 (7/16) 也将成为 AI 半导体后市重要观察指标,同时关注美国失业救济人数、6 月零售销售 (7/16) 及密西根大学消费者信心指数 (7/17),亚洲生技大展 (7/16-7/19) 亦可留意生技族群题材发酵。

2026.5.10 经济日报领先预告 (3374-TW) 精材

(3374-TW) 精材,212.5=>378,领先预告后 +77%

精材受惠晶圆测试业务持续扩张,2026 年营运展望维持正向,第四季虽受 3D 感测器改版影响部分营收,但测试新产能挹注下,毛利率提升至 32.8%,每股纯益达 1.89 元,优于市场预期,展望今年,测试新厂将持续贡献营收,预计年底测试产能较去年增加约 50%,下半年在旺季效应带动下,毛利率可望优于上半年,虽然大幅扩产将推升折旧费用,但法人仍看好全年获利成长,预估 EPS 7.34 元。

2026.4.26 经济日报领先预告 (5351-TW) 钰创

(5351-TW) 钰创,53.8=>105 元,领先预告后 +95%

钰创主要从事利基型记忆体 IC 设计及半导体产品研发,受惠 AI、HPC 及边缘 AI 应用快速发展,带动记忆体需求持续升温,公司近期月营收连续改写历史新高,反映出货动能与产品价格同步走强,市场看好后续获利表现,随着记忆体供需持续吃紧、报价维持上扬,加上市场资金聚焦 AI 与记忆体族群,带动相关个股表现强势,钰创在基本面与产业趋势双重支撑下,吸引买盘积极进驻,股价维持偏多格局。

2026.7.9 经济日报领先预告 (3008-TW) 大立光

(3008-TW) 大立光,3950=>4345 元,领先预告后 +10%

大立光跨足矽光子 CPO 市场传出重大进展,董事长林恩平证实,公司已取得首家客户光纤阵列 FA 量产规格,7 月正式送样,若认证顺利,最快 2027 年中可开始量产并贡献营收,大立光自去年宣布布局 CPO 后,短短约 10 个月便取得量产导向订单,进度优于预期,并已切入 AI 光通讯供应链,公司预计第三季完成自动化 Pilot Line 建置,凭借高精度对位技术与自主设备能力,在 FA 产品建立竞争优势,未来可望延伸至高价值 FAU 产品,AI 伺服器与高通道数 CPO 需求持续成长,短期 Glass Bridge 技术尚难取代 FA 需求,加上苹果新机拉货与高阶镜头升级,预期大立光 2026 年营收、获利将持续成长,CPO 新业务有望成为长期评价提升的重要动能。

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股市期皇后 庄佳萤

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7/13

强势股分享

【上市 量大上涨股】

(2305-TW) 全友

(2634-TW) 汉翔

(2425-TW) 承启

(2434-TW) 统懋

(1303-TW) 南亚

(3532-TW) 台胜科

(3704-TW) 合勤控

(8033-TW) 雷虎

(9921-TW) 巨大

(2208-TW) 台船

(4958-TW) 臻鼎 - KY

(1301-TW) 台塑

(1810-TW) 和成

(1709-TW) 和益

(5434-TW) 崇越

(8039-TW) 台虹

(6505-TW) 台塑化

7/13

强势股分享

【上柜 量大上涨股】

(4541-TW) 晟田

(6488-TW) 环球晶

(5483-TW) 中美晶

(6538-TW) 仓和

(6517-TW) 保胜光学

(6609-TW) 泷泽科

(7402-TW) 邑锜

(6182-TW) 合晶

(3707-TW) 汉磊

(6829-TW) 千附精密

庄佳萤分析师:
每日分享盘势解析跟精选产业个股,让投资朋友轻松追踪 2025 年年台股操作方向,相关详细内容请加入 Line@索取,免费提供给您!

股市期皇后 证期双分析师 庄佳萤

LINE 官方帐号

LINE ID 搜寻: @win1788 (@不可省略)

或是点击下方网址加入
https://lin.ee/9cyliMq

Youtube 影音频道 精彩解盘影片不容错过!

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文章来源: 摩尔投顾庄佳萤分析师

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          "pid": 10,
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          "id": 61,
          "pid": 10,
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              "pid": 61,
              "name": "基金入门",
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          "level": 1
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          "id": 71,
          "pid": 10,
          "name": "经纪商 ",
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      "level": 1
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      "id": 15,
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      "pinyin": "whplat",
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      "target": "0",
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      "name": "外汇开户",
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      "name": "外汇策略",
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      "name": "外汇入门",
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          "pid": 10,
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              "pid": 34,
              "name": "保险入门",
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          "id": 35,
          "pid": 10,
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          "target": "0",
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              "pid": 35,
              "name": "贵金属入门",
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              "id": 50,
              "pid": 35,
              "name": "贵金属投资",
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              "id": 41,
              "pid": 36,
              "name": "期货入门",
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          "pid": 34,
          "name": "保险入门",
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      "pid": 10,
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    "title": "【量大强涨股整理】台股大震荡是洗盘还是逃命?三星海力士跳水? 【钰创】、【南亚】逆势狂飙真相!",
    "shortTitle": "【量大强涨股整理】台股大震荡是洗盘还是逃命?三星海力士跳水?",
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    "description": "台股大震荡是洗盘还是逃命?三星海力士跳水?【钰创】、【南亚】逆势狂飙真相! 影片中分享给你知道 (按赞订阅打开小铃铛) 再来看一下今天的台股! 加权指数今日开高震荡,终场上涨 25.91 点,收在 45380.52,成交量 10257.16 亿。 观察三大法人今天筹码动向,外资卖超 195.76 亿元,投信买超 96.09 亿元,自营商卖超 110.98 亿元,三大法人合计卖超 210.65 亿元,其中,外资、自营商连卖七日,投信则连买十四日共买超 1387.21 亿元。 美股上周五全面收高,道",
    "img": "https://cimg.cnyes.cool/prod/news/6532794/l/d3d809442e848e30a2231792e4da80f2.jpg",
    "content": "<p>台股大震荡是洗盘还是逃命?三星海力士跳水?【钰创】、【南亚】逆势狂飙真相!</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6532794/l/d3d809442e848e30a2231792e4da80f2.jpg\" alt=\"【量大强涨股整理】台股大震荡是洗盘还是逃命?三星海力士跳水? 【钰创】、【南亚】逆势狂飙真相!\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<div class=\"youtube-embed-wrapper\" style=\"position:relative;padding-bottom:56.25%;padding-top:30px;height:0;overflow:hidden;\"><iframe allowfullscreen=\"\" frameborder=\"0\" height=\"360\" src=\"//www.youtube.com/embed/zEiYdKQmX2Y\" style=\"position: absolute;top: 0;left: 0;width: 100%;height: 100%;\" width=\"640\"></iframe></div>\n\n<p>影片中分享给你知道</p>\n\n<p>(按赞订阅打开小铃铛)</p>\n\n<p><strong>再来看一下今天的台股</strong><strong>!</strong></p>\n\n<p><strong>加权指数今日开高震荡,终场上涨</strong><strong> 25.91</strong><strong> 点,收在</strong><strong> 45380.52</strong><strong>,成交量</strong><strong> 10257.16</strong><strong> 亿。</strong></p>\n\n<p><strong>观察三大法人今天筹码动向,外资卖超</strong><strong> 195.76</strong><strong> 亿元,投信买超</strong><strong> 96.09</strong><strong> 亿元,自营商卖超</strong><strong> 110.98</strong><strong> 亿元,三大法人合计卖超</strong><strong> 210.65</strong><strong> 亿元,其中,外资、自营商连卖七日,投信则连买十四日共买超</strong><strong> 1387.21</strong><strong> 亿元。</strong></p>\n\n<p><strong>美股上周五全面收高,道琼工业指数、标普</strong><strong> 500</strong><strong> 指数、那斯达克指数与费城半导体指数同步收红,市场买盘持续回流,科技股再度成为盘面主流,其中</strong><strong> AI</strong><strong> 与高效能运算</strong><strong> HPC</strong><strong> 概念股表现最为强势,</strong><strong>(NVDA-US)</strong><strong> 辉达,持续站稳多头格局,带动</strong><strong> AI</strong><strong> 供应链同步走强,</strong><strong>(META-US)Meta</strong><strong>,也在大型科技股领军下维持强劲涨势,市场风险偏好明显回升,另一方面,</strong><strong>SK</strong><strong> 海力士</strong><strong> ADR</strong><strong> 近期挂牌后表现亮眼,再度激励</strong><strong> HBM</strong><strong> 高频宽记忆体与</strong><strong> AI</strong><strong> 记忆体族群,市场看好未来</strong><strong> AI</strong><strong> 伺服器需求持续扩大,相关半导体供应链可望持续受惠,带动整体科技族群投资气氛升温。</strong></p>\n\n<p><strong>台股今日在美股强势带动下跳空开高,盘中最高来到</strong><strong> 46,330</strong><strong> 点,早盘一度大涨逾</strong><strong> 300</strong><strong> 点,不过随着日本与南韩股市盘中走弱,追价意愿略为降温,指数涨幅逐步收敛,回到</strong><strong> 46,000</strong><strong> 点附近高档整理,终场上涨</strong><strong> 25.91</strong><strong> 点,收在</strong><strong> 45380.52</strong><strong> 点,成交量</strong><strong> 10257.16</strong><strong> 亿,台股近期量能持续呈现,主要在于量能不够,维持高档震荡格局,不过类股轮动快速,盘面资金轮动相当健康,电子与传产族群皆有表现,显示市场多头架构依旧稳健,目前就是选股重于选市的格局。</strong></p>\n\n<p><strong>权值股方面,</strong><strong>(2330-TW)</strong><strong> 台积电,上涨</strong><strong> 1.04%</strong><strong>,收在</strong><strong> 2440</strong><strong> 元,</strong><strong>6</strong><strong> 月营收缴出亮眼成绩,单月达</strong><strong> 4426.8</strong><strong> 亿元,创下历史新高,带动上半年累计营收突破</strong><strong> 2.4</strong><strong> 兆元,再创同期新高纪录,展现</strong><strong> AI</strong><strong>、高效能运算及先进制程需求持续强劲,市场在高档消化获利卖压之际,资金仍聚焦半导体与</strong><strong> AI</strong><strong> 相关族群。</strong> </p>\n\n<p><strong>(2317-TW)</strong><strong> 鸿海,下跌</strong><strong> 0.42%</strong><strong>,收在</strong><strong> 236.5</strong><strong> 元,</strong><strong>6</strong><strong> 月合并营收达</strong><strong> 8,217.6</strong><strong> 亿元,年增</strong><strong> 52.1%</strong><strong>,创历年同期新高,第二季营收</strong><strong> 2.51</strong><strong> 兆元、上半年累计</strong><strong> 4.64</strong><strong> 兆元,双双改写同期新纪录,受惠</strong><strong> AI</strong><strong> 伺服器、</strong><strong>AI</strong><strong> 机柜需求持续强劲,以及相关零组件出货成长,带动云端网路产品表现亮眼,随着下半年资通讯产品步入传统旺季,鸿海预期第三季营运将延续成长动能,营收可望呈现季增、年增走势,不过公司也提醒仍须留意全球政经情势及供应链变化对营运带来的影响;</strong></p>\n\n<p><strong>(2454-TW)</strong><strong> 联发科,下跌</strong><strong> 2.55%</strong><strong>,收在</strong><strong> 3825</strong><strong> 元,近期多家外资同步上调联发科目标价,最高喊上</strong><strong> 10000</strong><strong> 元,主要看好</strong><strong> AI ASIC</strong><strong> 业务将成为未来成长引擎,外资预估,联发科</strong><strong> 2027</strong><strong> 年</strong><strong> AI ASIC</strong><strong> 营收可望由</strong><strong> 123</strong><strong> 亿美元大幅上修至</strong><strong> 203</strong><strong> 亿美元,占总营收比重近五成,</strong><strong>2028</strong><strong> 年更可望进一步攀升至</strong><strong> 525</strong><strong> 亿美元,占比逼近七成,随着云端服务供应商需求持续升温,以及新一代</strong><strong> AI ASIC</strong><strong> 专案陆续放量,联发科未来获利成长动能备受市场期待。</strong> </p>\n\n<p><strong>(3008-TW)</strong><strong> 大立光,攻上涨停,收在</strong><strong> 4345</strong><strong> 元,法说会后获美系外资调升评等至「加码」,并同步上修</strong><strong> 2026</strong><strong> 至</strong><strong> 2028</strong><strong> 年每股盈余</strong><strong> EPS</strong><strong> 预估至</strong><strong> 175</strong><strong> 元、</strong><strong>182.5</strong><strong> 元及</strong><strong> 182.9</strong><strong> 元,搭配</strong><strong> 2027</strong><strong> 年</strong><strong> 27</strong><strong> 倍本益比评价,上调目标价。外资看好手机镜头需求回温,主要客户折叠机出货预期由</strong><strong> 800</strong><strong> 万支上修至</strong><strong> 1000</strong><strong> 万支,加上矽光子</strong><strong> CPO</strong><strong> 布局迎来突破,</strong><strong>FAU</strong><strong> 市场可望取得约</strong><strong> 20%</strong><strong> 市占率,长期有机会带动</strong><strong> 2028</strong><strong> 年后获利再成长</strong><strong> 40%</strong><strong> 以上,成为大立光新的成长动能。</strong><strong> </strong></p>\n\n<p><strong>传产族群同样有所表现,台塑四宝在低基期与资金回流带动下同步走扬,成为今日盘面另一亮点,也使资金配置更加均衡,整体来看,今日成交量较前波明显放大,代表市场资金动能仍然充沛,并非仅由少数权值股撑盘,而是呈现电子、传产轮动上攻的健康格局。</strong></p>\n\n<p><strong>展望后市,在</strong><strong> AI</strong><strong> 长线成长趋势没有改变下,全球科技股仍具基本面支撑,</strong><strong>(2330-TW)</strong><strong> 台积电,等半导体权值股持续扮演多头领头羊,加上</strong><strong> HBM</strong><strong>、</strong><strong>AI</strong><strong> 伺服器、</strong><strong>CPO</strong><strong>、高速运算等题材热度不减,可望持续吸引市场资金进驻,短线虽然指数已逼近前波高点,高档震荡幅度可能加大,但只要成交量维持良性、权值股没有出现明显转弱,中期多头趋势仍未遭到破坏,操作上可采取偏多因应,留意产业轮动与财报表现,逢回布局基本面佳且具成长题材的个股,仍将是现阶段较佳的操作策略,本周市场聚焦多项重要经济数据与企业动态,包括美国消费者物价指数</strong><strong> CPI</strong><strong>、核心</strong><strong> CPI(7/14)</strong><strong> 及生产者物价指数</strong><strong> PPI(7/15)</strong><strong>,观察通膨降温趋势与联准会降息预期,另外,台指期结算</strong><strong> (7/15)</strong><strong> 将影响短线波动,</strong><strong>(2330-TW)</strong><strong> 台积电法说会</strong><strong> (7/16)</strong><strong> 也将成为</strong><strong> AI</strong><strong> 半导体后市重要观察指标,同时关注美国失业救济人数、</strong><strong>6</strong><strong> 月零售销售</strong><strong> (7/16)</strong><strong> 及密西根大学消费者信心指数</strong><strong> (7/17)</strong><strong>,亚洲生技大展</strong><strong> (7/16-7/19)</strong><strong> 亦可留意生技族群题材发酵。</strong></p>\n\n<p><strong>2026.5.10 经济日报领先预告 (3374-TW) 精材</strong></p>\n\n<figure><img data-height=\"362\" data-mime=\"image/png\" data-ratio=\"1.5303867403314917\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/6a0f438e9efcfe4df9076e6ea6d05b02.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/6a0f438e9efcfe4df9076e6ea6d05b02.jpg\"></figure>\n\n<p><strong>(3374-TW)</strong><strong> 精材,</strong><strong>212.5=>378</strong><strong>,领先预告后</strong><strong> +77%</strong><strong>,</strong></p>\n\n<p><strong>精材受惠晶圆测试业务持续扩张,</strong><strong>2026</strong><strong> 年营运展望维持正向,第四季虽受</strong><strong> 3D</strong><strong> 感测器改版影响部分营收,但测试新产能挹注下,毛利率提升至</strong><strong> 32.8%</strong><strong>,每股纯益达</strong><strong> 1.89</strong><strong> 元,优于市场预期,展望今年,测试新厂将持续贡献营收,预计年底测试产能较去年增加约</strong><strong> 50%</strong><strong>,下半年在旺季效应带动下,毛利率可望优于上半年,虽然大幅扩产将推升折旧费用,但法人仍看好全年获利成长,预估</strong><strong> EPS</strong><strong> 达</strong><strong> 7.34</strong><strong> 元。</strong></p>\n\n<figure><img data-height=\"339\" data-mime=\"image/png\" data-ratio=\"1.6047197640117994\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/ec2fa226dc75ab124ffea4dda68e9612.jpg\" data-width=\"544\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/ec2fa226dc75ab124ffea4dda68e9612.jpg\"></figure>\n\n<p><strong>2026.4.26</strong><strong> 经济日报领先预告</strong><strong> (5351-TW)</strong><strong> 钰创</strong></p>\n\n<figure><img data-height=\"359\" data-mime=\"image/png\" data-ratio=\"1.543175487465181\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/34b1ab76c9f184a8879d14f4f2c689db.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/34b1ab76c9f184a8879d14f4f2c689db.jpg\"></figure>\n\n<p><strong>(5351-TW)</strong><strong> 钰创,</strong><strong>53.8=>105</strong><strong> 元,领先预告后</strong><strong> +95%</strong><strong>,</strong></p>\n\n<p><strong>钰创主要从事利基型记忆体 IC 设计及半导体产品研发,受惠 AI、HPC 及边缘 AI 应用快速发展,带动记忆体需求持续升温,公司近期月营收连续改写历史新高,反映出货动能与产品价格同步走强,市场看好后续获利表现,随着记忆体供需持续吃紧、报价维持上扬,加上市场资金聚焦 AI 与记忆体族群,带动相关个股表现强势,钰创在基本面与产业趋势双重支撑下,吸引买盘积极进驻,股价维持偏多格局。</strong></p>\n\n<figure><img data-height=\"362\" data-mime=\"image/png\" data-ratio=\"1.5303867403314917\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/d6972e4eb7c0cd8aa127d4cadc4c6cad.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/d6972e4eb7c0cd8aa127d4cadc4c6cad.jpg\"></figure>\n\n<p><strong>2026.7.9</strong><strong> 经济日报领先预告</strong><strong> (3008-TW)</strong><strong> 大立光</strong></p>\n\n<figure><img data-height=\"316\" data-mime=\"image/jpeg\" data-ratio=\"1.7531645569620253\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/419a68ca5d7306864991b5c94425e167.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/419a68ca5d7306864991b5c94425e167.jpg\"></figure>\n\n<p><strong>(3008-TW)</strong><strong> 大立光,</strong><strong>3950=>4345</strong><strong> 元,领先预告后</strong><strong> +10%</strong><strong>,</strong></p>\n\n<p><strong>大立光跨足矽光子 CPO 市场传出重大进展,董事长林恩平证实,公司已取得首家客户光纤阵列 FA 量产规格,7 月正式送样,若认证顺利,最快 2027 年中可开始量产并贡献营收,大立光自去年宣布布局 CPO 后,短短约 10 个月便取得量产导向订单,进度优于预期,并已切入 AI 光通讯供应链,公司预计第三季完成自动化 Pilot Line 建置,凭借高精度对位技术与自主设备能力,在 FA 产品建立竞争优势,未来可望延伸至高价值 FAU 产品,AI 伺服器与高通道数 CPO 需求持续成长,短期 Glass Bridge 技术尚难取代 FA 需求,加上苹果新机拉货与高阶镜头升级,预期大立光 2026 年营收、获利将持续成长,CPO 新业务有望成为长期评价提升的重要动能。</strong></p>\n\n<figure><img data-height=\"321\" data-mime=\"image/jpeg\" data-ratio=\"1.67601246105919\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/861137d36a1b1d4c954f23ce87ed0de6.jpg\" data-width=\"538\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/861137d36a1b1d4c954f23ce87ed0de6.jpg\"></figure>\n\n<p>欢迎免费订阅<br>\n股市期皇后 庄佳萤</p>\n\n<p><a href=\"https://lin.ee/9cyliMq\">https://lin.ee/9cyliMq</a></p>\n\n<p>7/13</p>\n\n<p>强势股分享</p>\n\n<p>【上市 量大上涨股】</p>\n\n<p>(2305-TW) 全友</p>\n\n<p>(2634-TW) 汉翔</p>\n\n<p>(2425-TW) 承启</p>\n\n<p>(2434-TW) 统懋</p>\n\n<p>(1303-TW) 南亚</p>\n\n<p>(3532-TW) 台胜科</p>\n\n<p>(3704-TW) 合勤控</p>\n\n<p>(8033-TW) 雷虎</p>\n\n<p>(9921-TW) 巨大</p>\n\n<p>(2208-TW) 台船</p>\n\n<p>(4958-TW) 臻鼎 - KY</p>\n\n<p>(1301-TW) 台塑</p>\n\n<p>(1810-TW) 和成</p>\n\n<p>(1709-TW) 和益</p>\n\n<p>(5434-TW) 崇越</p>\n\n<p>(8039-TW) 台虹</p>\n\n<p>(6505-TW) 台塑化</p>\n\n<figure><img data-height=\"501\" data-mime=\"image/png\" data-ratio=\"1.1057884231536925\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/e52392cc9a6bf734e2db6bcf433cd3cb.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/e52392cc9a6bf734e2db6bcf433cd3cb.jpg\"></figure>\n\n<p>7/13</p>\n\n<p>强势股分享</p>\n\n<p>【上柜 量大上涨股】</p>\n\n<p>(4541-TW) 晟田</p>\n\n<p>(6488-TW) 环球晶</p>\n\n<p>(5483-TW) 中美晶</p>\n\n<p>(6538-TW) 仓和</p>\n\n<p>(6517-TW) 保胜光学</p>\n\n<p>(6609-TW) 泷泽科</p>\n\n<p>(7402-TW) 邑锜</p>\n\n<p>(6182-TW) 合晶</p>\n\n<p>(3707-TW) 汉磊</p>\n\n<p>(6829-TW) 千附精密</p>\n\n<figure><img data-height=\"498\" data-mime=\"image/png\" data-ratio=\"1.1124497991967872\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/7c0f19170a4ec1b78d106bd450e42049.jpg\" data-width=\"554\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/7c0f19170a4ec1b78d106bd450e42049.jpg\"></figure>\n\n<p>庄佳萤分析师:<br>\n每日分享盘势解析跟精选产业个股,让投资朋友轻松追踪 2025 年年台股操作方向,相关详细内容请加入 Line@索取,免费提供给您!</p>\n\n<p>股市期皇后 证期双分析师 庄佳萤</p>\n\n<p>LINE 官方帐号</p>\n\n<p>LINE ID 搜寻: @win1788 (@不可省略)</p>\n\n<p>或是点击下方网址加入<br>\n<a href=\"https://lin.ee/9cyliMq\">https://lin.ee/9cyliMq</a></p>\n\n<p>Youtube 影音频道 精彩解盘影片不容错过!</p>\n\n<p>(记得按赞,订阅并打开小铃铛)</p>\n\n<p><a href=\"http://yt1.piee.pw/QAHKZ\">http://yt1.piee.pw/QAHKZ</a></p>\n\n<p>FB 粉丝团:【股市期皇后】</p>\n\n<p><a href=\"https://goo.gl/kN2VKT\">https://goo.gl/kN2VKT</a></p>\n\n<figure><img data-height=\"361\" data-mime=\"image/png\" data-ratio=\"1.4155124653739612\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6532794/m/bf3c4c1abf367c8e2953d74616baf1ea.jpg\" data-width=\"511\" src=\"https://cimg.cnyes.cool/prod/news/6532794/l/bf3c4c1abf367c8e2953d74616baf1ea.jpg\"></figure>\n\n<p>文章来源: 摩尔投顾庄佳萤分析师</p>\n\n<p class=\"warning\">本公司所推荐分析之个别有价证券<br>\n无不当之财务利益关系 以往之绩效不保证未来获利<br>\n投资人应独立判断 审慎评估并自负投资风险</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/tw/article-488.html\" title=\"华南永昌证跨入私银领域 获准开办财管 2.0\">华南永昌证跨入私银领域 获准开办财管 2.0</a></li>\n    <li><a href=\"/new/tw/article-8515.html\" title=\"熊本7.1强震剧烈摇晃 台积电JASM启动疏散程序\">熊本7.1强震剧烈摇晃 台积电JASM启动疏散程序</a></li>\n    <li><a href=\"/new/tw/article-10549.html\" title=\"荣惠-KY 7月营收1.85亿元创历史次高 拟再次涨价反映成本\">荣惠-KY 7月营收1.85亿元创历史次高 拟再次涨价反映成本</a></li>\n    <li><a href=\"/new/tw/article-1763.html\" title=\"营收速报  - 罗升(8374)5月营收5.41亿元年增率高达42.48%\">营收速报  - 罗升(8374)5月营收5.41亿元年增率高达42.48%</a></li>\n    <li><a href=\"/new/tw/article-8864.html\" 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    "createdAt": "2026-07-13T09:37:53.000Z",
    "updatedAt": "2026-08-21T06:18:04.000Z"
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